Zoho CRM Reviews

“Lets me schedule social posts”

Pros

Using it has been really convenient thanks to its user-friendly interface and how simple it is to connect with other software. It's a very useful tool for tracking DM responses across Facebook, Twitter, email and WhatsApp all in one place. I can also schedule social posts to go out at the most convenient time for the business or during peak traffic hours on our accounts. Another big plus is the ability to classify issues, build different views and dashboards and assign specific people within the same department so each person can stay focused on their own tasks. The tasks and macros feature also helps a lot by acting as reminders for things that still need to be completed. On top of that, pulling reports is quick and simple.

Cons

Instagram DM integration should be added. It would also be helpful if WhatsApp chat log reports were included among the available reports so it's easier to measure how quickly agents are responding to chats.

“Simpler compared with other CRM tools”

Pros

Compared with other CRM tools, this one has a very polished, user-friendly website and a much simpler interface. It makes navigating the platform and finding what you need a lot more simple and comfortable.

Cons

The different pricing packages feel fairly expensive especially after using the free trial. On top of that, the trial includes far fewer features than the paid plans. It would be much better if they offered temporary access to the full version so users could properly test the software before committing.

“Detailed client insights”

Pros

It provides more detailed information about clients and the platform is very simple to use.

Cons

The software's speed could be better since it sometimes opens slowly.

“Cuts costs”

Pros

Running a business with it feels more organized because it brings together a broad set of apps that cover many different business needs in one place. Instead of juggling multiple tools and subscriptions, companies can manage a lot of their work from a single platform which helps save time and cut costs. The interface is user-friendly and simple to move around in so it works well for people with different levels of technical skill. The customizable dashboards also make a difference since they let users get to the data and features they need faster which improves day-to-day efficiency. Pricing is another big advantage, as the plans are affordable and can grow along with the business. The free plan is a nice way to get started without any upfront investment, while the paid options add more advanced features when needed. Zoho also connects well with many third-party tools like G Suite, Mailchimp and QuickBooks, making it easier to fit into an existing workflow and keep operations organized. On top of that, the platform offers strong security and follows standards like GDPR, HIPAA and SOC 2 which gives confidence when handling sensitive business data.

Cons

recruitment side needs work because it is difficult to find top-quality candidates through it.

“Keeps everything organized”

Pros

From lead management to customer interactions, this platform does an excellent job of keeping everything organized in one place. It handles leads, accounts, shared data and more very efficiently. The reporting is especially useful, with customizable options that can be added or edited based on specific needs. The inbox filters are also clear and helpful, making it simple to sort emails properly.

Cons

There is still some room to improve the reporting features and the support team could be more proactive. At times, moving leads into contacts feels a bit difficult. Aside from that, it works really well for the full marketing and sales process and offers very good value for the money.

“Doesn’t cost much”

Pros

Keeping the database organized with it is simple and it doesn't cost much which makes it a practical option. It also saves a lot of time when handling day-to-day work.

Cons

The number of users allowed is limited and it doesn't integrate well with some other software.

“Extensive set of features”

Pros

It offers a broad set of features that cover a lot of business needs. The interface is user-friendly, it can be customized to fit different workflows and the pricing is affordable for what you get. It also connects well with other tools, has a helpful mobile app and the customer support has been excellent whenever needed.

Cons

There are still a few downsides to keep in mind. The learning curve can feel steep at first, reporting options are somewhat limited and some areas do not allow as much customization as expected. Integration with certain popular tools could be better, storage space feels restricted and the automation features are not as advanced as they could be.

“Positive experience overall”

Pros

Overall, it's a good product and works well for what it offers. A few more features and added functionality would make it even better.

Cons

It's missing a handful of features right now so adding more functionality to the product would really improve it.

“High level of customization”

Pros

The level of customization it offers is excellent and the action automations help cut down a lot of manual work.

Cons

A more immediate and friendlier support experience is still missing.

“highly adaptable”

Pros

Appreciate how customizable the software is. We've been able to adapt it to fit our specific business needs which has helped a lot because our workflows can sometimes involve unique requirements.

Cons

It does connect with a wide range of tools and platforms but I've noticed some limits with those integrations. In a few cases, certain third-party connections haven't worked as smoothly as expected and needed extra setup or configuration.

“Complete CRM”

Pros

The CRM is simple to use and quite complete even in the free version. Of course, the paid plans include additional features that are really useful.

Cons

It isn't always simple to connect with other applications.

“Very user-friendly after setup”

Pros

After the developers get everything configured, using it is extremely simple.

Cons

Troubleshooting could be made a little more user-friendly.

“Strong third-party integrations”

Pros

Right away, the user-friendly interface and strong third-party integrations made this tool comfortable for our team to use. Those features fit well into our workflow and have also helped me work more efficiently overall.

Cons

Honestly, I don't have any complaints about the software. From what I've seen, it feels like a very complete tool.

“Visual layout makes sense”

Pros

It felt very simple to use. The visual layout makes it quick to understand and practical for everyday use. It works really well for real-time tasks and it's also helpful when I need to look back and track previous activity.

Cons

it's so simple to learn that I've had very little trouble with it. There really isn't much I dislike about it.

“Cooperative support staff”

Pros

I've always appreciated this company's products because the tools are so practical when it comes to serving customers. The customer service system is wonderful and the overall platform is excellent as well.

Cons

I do think the program's interface could be cleaner, clearer and more simple which would help users interact with the solution more effectively.

“Custom templates for surveys”

Pros

Putting together surveys takes much less effort with Zoho Survey because it comes with customizable templates and more advanced question types so there's no need to build everything from scratch. That makes it possible to create surveys quickly and without needing any technical background. It's also been very useful for improving customer satisfaction since it helps collect feedback directly from customers and use their responses to make meaningful improvements. That can lead to better products and services, along with stronger customer loyalty and retention.

Cons

Branding options are available in Zoho Survey but they can feel somewhat limited compared with other survey platforms especially for anyone who wants more control over the overall look and feel of their surveys. Basic survey creation and analysis are simple but some of the more advanced tools like branching logic and custom scripting, can take time to learn and may come with a bit of a learning curve.

“Helpful for managing clients”

Pros

Getting started with customer management feels very simple with it especially from the beginner stage. I use it to keep track of customer accounts and also to prepare proposals for my clients.

Cons

I don't like that some features depend on using other apps. Also, the onboarding help is only included with the premium plans which is pretty frustrating.

“Polished graphic design”

Pros

Keeping customer engagement up to date is excellent and the graphic design looks really polished and attractive.

Cons

the app crashes often and doesn't work properly at times. I really hope the Google app version gets fixed because it affects important product use.

“Live chat boosts engagement”

Pros

The built-in live chat and in-product banners have significantly improved how I engage with customers and helped me stay connected with my prospects.

Cons

Getting everything set up and integrated took a bit of time and the learning curve can feel steep if you're new to CRM software.

“Useful for handling sales management”

Pros

It's quite useful for handling things like contact and sales management, keeping track of emails and tasks and customizing fields and form layouts.

Cons

Free version comes with several limitations especially when it comes to the number of users and the amount of data storage available.